See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,497 | $98,750-58.0% | $149,696-72.3% | $79,858-48.0% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.1pp |
| Annual return | 16.26% | 27.43%-11.2pp | 276.60%-260.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,820 | $3,216-12.3% | $4,644-39.3% | $2,471+14.1% |
| Participant deferral / active EE | $5,569 | $5,680-2.0% | $6,842-18.6% | $3,740+48.9% |
| Admin fee / account holder | $2,518 | $6,053-58.4% | $9,309-72.9% | $5,306-52.5% |